Calamos Wealth Management LLC
Q1 2025 13F Holdings
- Locationnaperville, IL
- Num holdings
331
- Value ($000)
$2,005,610
- Date Filed04/29/2025
- Form type13F-HR
- CIK0001455258
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $150.00M | 8 % | 266,955 | ||
AAPL APPLE INC | COM | 037833100 | $147.28M | 7 % | 663,055 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $103.33M | 5 % | 542,196 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $99.86M | 5 % | 1,075,698 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $89.04M | 4 % | 237,203 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $80.60M | 4 % | 743,665 | ||
IWV ISHARES TR | RUSSELL 3000 ETF | 464287689 | $60.33M | 3 % | 189,946 | ||
AMZN AMAZON COM INC | COM | 023135106 | $59.39M | 3 % | 312,173 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $55.59M | 3 % | 359,482 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $54.19M | 3 % | 518,203 |
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